Clio is the big kid on the law practice management software playground, from their awards to their customer base. Clio is only getting bigger. In May, the company received around $20 million from Bessemer Venture Partners and others to bring on more employees and expand product development and sales efforts in the U.S., Canada, and Europe. In September, Clio and Fastcase announced a partnership to exclusively integrate Clio’s law practice management software with Fastcase’s legal research offering.
But software isn’t one-size-fits-all. And Clio isn’t the only great provider. We at Capterra looked at factors such as number of users, social presence (Google+, Twitter, LinkedIn, Facebook, Klout), and Capterra reviews to identify some top Clio alternatives. We’ve got an ordered list below.
- Link MyCase to your trust account and accept online payments from clients
- Clients can check on their cases in the portal
- Clients can make payments from their iPhones and Androids through mobile apps
- Comply with ethics rules more easily with a report showing what you’ve earned from your client’s retainer/deposit
- Create predefined lists of tasks and calendar events that you can apply to a matter
MyCase offers what they call “bank-grade” security, including two-factor authentication, 128-bit SSL encryption for data transmission and 256-bit AES encryption for data storage.
One feature which appears to be totally unique to MyCase is that it’s got functionality to easily create a website for your practice which is fully integrated with your software.
- Must create a new Google Calendar and transfer over all the information
- Can’t sync Google Contacts
- Can’t use multiple timers at the same time
- Custom fields are the same for every matter type
- Must manually link emails to matters in Outlook
For attorneys, $39 per month. For support staff and paralegals, $29 per month.
MyCase offers a great workflow, and is is cheaper than Clio. It also has online payments, even by smartphone or tablet. You can also create an integrated website for your practice with it. However, some attorneys may find the timer, document automation, and Outlook integration frustrating.
- Free user training 10x per week
- Prioritize tasks and assign them to other attorneys in your practice
- Capture time on the web, smartphone, or iPad
- Clients can pay invoices in the brandable client portal
- Batch billing saves time
- Seamless sync with QuickBooks
- Doesn’t sync with your Outlook calendar
- Lacks “measure of categorization”
For the first user, $65 per user per month. Pay quarterly and you get a 10% discount. Pay annually for a 15% discount.
Rocket Matter has all the standard integrations, but also plays well with LawPay. Upload a form or template document and create empty fields in the documents. Rocket Matter will automatically fill these empty fields with your new clients’ saved information. Rocket Matter is generally not difficult to learn to use. Easy billing is among its biggest benefits. Rocket Matter is probably a good choice for you if you spend more time in billing than finding documents and organizing matters.
- Integrates with Microsoft Exchange
- Reports include client profitability and phone messages that require a callback
- Reminds you about billable time you spent responding to emails
- Capture time on the web, smartphone, or iPad
- $10 per month charge for non-Outlook users
- Doesn’t integrate with Gmail and Google Drive
- Can’t accept online payments
Each user costs $45 per month. To add an email account, it will cost another $10 per month if you haven’t already set up Microsoft Exchange.
If you don’t need many features beyond Outlook integration, this is an easy-to-use software with a billing app.
4. Houdini ESQ
- Track your registered mail sent through the U.S. Postal Service to see when it gets delivered
- Tons of integrations
- Allows users to view multiple workspaces
- Allows users to customize their case numbering scheme
- Indexes the full text of your email, email attachments, and documents.
- Users can customize their case numbering scheme.
- Customized automated workflows.
- Mobile apps
- Free trial requires a complicated, big download
Individuals can use this for free. A desktop version runs users $1,280 for the one-time license fee for 10 users. The license fee for up to 50 users is $7,992. You’ll also need to pay $192 per year per user, or $16 per month. The cloud-based version requires no license fee and costs $64 per user per month.
If you’re a sole proprietor with no employees, it’s important to you to not spend money, and you don’t need any particular integrations, this is a good choice.
- Send and receive emails from your MerusCase software instead of having to use Outlook
- Custom layouts and workflows according to type of matter
- Google Maps integration
- SSL encryption end-to-end
- Print an envelope from any contact form
- Doesn’t integrate with Quickbooks
- Doesn’t integrate with Google Calendar or Drive
- Doesn’t integrate with Dropbox
- Migrating from another system can be expensive
$40 per user per month, with a discount for long-term commitments.
MerusCase was originally created specifically for California personal injury and workers compensation law firms. They can file their DWC cases with MerusCase. It has many California-specific features such as GenieDocs integration, California EAMS integration, and drag and drop documents into an e-filing packet for California courts.
Layouts which correspond to the type of case/client are a great idea, which so far only MerusCase offers. But for most practice areas, in most geographies, a lack of Quickbooks or Dropbox integration, along with mobile limitations, may make the tradeoffs too much.
6. Time Matters
- File sharing in client portal
- Automated backups
- Sort shared calendars events by color
- View contacts related to a file in Outlook
Some think LexisNexis hasn’t been supporting Time Matters.
One-time fee of $985.
Attaching documents without having to save them locally is a nice feature though concerns about support and lack of other differentiating features are worth considering before making the switch.
Aderant Expert is their law practice management software. CRM4Legal is the customer relationship management software. To take advantage of the full system, users may want to invest in both.
Aderant Expert stand-out features
- Keep time on mobile devices
- View, access and update information offline
- Enter and edit time through Microsoft Outlook
- Start, stop and pause multiple timers for multiple matters
Aderant CRM4Legal stand-out features
- Track referrals, new business opportunities, success ratios, revenue forecasts
- One-click e-mail, appointment, and task tracking
Solo practitioners and small firms may not want to invest in, or learn, a CRM.
Call for pricing.
Best for mid-size to large firms. Aderant Expert and CRM4Legal together offer an impressive array of features including advanced integration between them and Microsoft Exchange.
- Search files from mobile
- Can add custom expense categories
- Automatic hourly backups on secure encrypted servers
- Different hourly rates for each attorney or paralegal
- Know when & how many times your invoices are read
May not be robust enough for larger firms.
$29/month/user if paid annually or $39/month/user if paid monthly
If improving your tracking time and billing is the main priority, PracticePanther is probably your best bet.
9. Abacus Law
- Search by name, partial name, social security number or “sounds like” for potential conflicts of interest
- Automatically creates and links the matter and contact records
- Sets rules-based calendar events based on designated rules and/or workflows
- Store an unlimited number of documents, of any typeOutgoing and incoming emails (text and attachments) are automatically saved to the corresponding matter
- Built-in employee-only instant messaging system
- Sure Payroll integration
One of our reviewers said “I’m sure it’s a great program if you have in-house IT staff and your attorneys and staff have loads of free time.” And called it “user-unfriendly.” However, most reviewers did not agree with that assessment.
The pricing is custom so you need to speak with a salesperson to get a cost.
The email, calendar, form customization, and pre-loaded assets seem to be the biggest draws here.
10. TyMetrix 360
- Accounts payable integration application combines invoice, matter, and vendor information for all approved invoices into a single file
- Configure file format, order of fields, and specific business rules to the match the client’s Accounts Payable requirements
- Create and easily customize budget approval workflow for matters, law firms, and other vendors
- Outlook integration
- Capture case strategy, subject matter expertise, budgeting, and other key indicators of performance
Most of the robust features have to do with external vendors, so if you don’t deal with many outside vendors often, these will be wasted.
Call for pricing.
This solution will be best for larger firms who spend a lot of money working with outside vendors.
Whether you work with a lot of vendors, need a better way to track your clients, or want an extremely simple system, there are lots of great alternatives to Clio. Check out our law practice management software category for even more options. Have you used any of the software products mentioned above? Are there any we should have included? Let us know in the comments!
Looking for Law Practice Management software? Check out Capterra's list of the best Law Practice Management software solutions.